If a product’s stock UOM does not match its sales UOM, you have to define a UOM conversion.
You keep strawberries with the stock UOM “kilograms” in your inventory but you sell them in clamshells of 250g, so with the sales UOM “each”.
Out of 1 kilogram you obtain 4 clamshells of strawberries of 250g each.
1 clamshell contains 0.25 kg of strawberries.
- Open the entry of an existing product or add a new one.
- Go to the record tab “UOM Conversion” at the bottom of the page and click . An overlay window opens up.
- The field UOM specifies the source UOM and must be identical to the product’s stock UOM, e.g., here “kilograms”.
- The field UOM to specifies the target UOM to convert into, e.g., here “each”.
- The field Multiply Rate specifies the value by which to multiply the amount in the source UOM to obtain the corresponding amount in the target UOM.
1 kg × 4 = 4 each.
- The field Divide Rate specifies the value by which to divide the amount in the source UOM to obtain the corresponding amount in the target UOM.
1 kg ÷ 0.25 = 4 each.
Note: Upon entering one of the values, the other will be calculated automatically.
- Click “Done” to close the overlay window and add the conversion to the list.
Note: Repeat steps 2 to 7 to add further conversions.
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